See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $495,827 | $106,749+364.5% | $145,433+240.9% | $82,448+501.4% |
| Participation rate | 97.0% | 75.6%+21.4pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 14.47% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $7,805 | $3,444+126.6% | $4,554+71.4% | $2,551+206.0% |
| Participant deferral / active EE | $13,443 | $6,519+106.2% | $7,897+70.2% | $4,139+224.8% |
| Admin fee / account holder | $67,182 | $8,390+700.7% | $13,129+411.7% | $7,234+828.6% |